Financial Planner - Associate Director
Sutton
Kent
GB
CT15 5
Any
Job Description
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.
About the team
The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team has a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.
About the role
- Bring or develop a presence in the local marketplace and have a plan of how to win new clients.
- Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
- Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued.
- Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients.
- Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business.
- Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters.
What we are looking for
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner.
- Holds strong financial planning experience.
- Evidence of ability to generate new work from new client found externally to an existing client book.
- Ability to proactively manage existing client relationships and to develop new relationships.
Diversity, Equity & Inclusion
At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity creates better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
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Financial Planner - Associate Director in City of Westminster employer: Equity & Inclusionat Forvis Mazars
Forvis Mazars is an exceptional employer located in Highams Park, Greater London, offering a collaborative and inclusive work culture that prioritises employee growth and development. With a commitment to diversity, equity, and inclusion, employees are encouraged to bring their unique perspectives to the table, fostering an environment where meaningful connections are made and impactful work is achieved. Joining our team means being part of a leading global professional services network where your contributions are valued from day one, and you have the opportunity to shape a better future alongside over 3,400 dedicated professionals.
Contact Details:
Equity & Inclusionat Forvis Mazars Recruitment Team
